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Financial advisors in Atlanta

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Joe F

CFP®, CFA®

New York, NY

Fortrove Partners

Hi! My name is Joe Forish and I started Fortrove Partners to help technologists deal with challenges of company ownership / equity compensation. From a young age, I learned about maximizing hard work and doing what you do best while working at my father’s auto dealership. I also saw first-hand both the rewards and challenges of running a business. Prior to Fortrove, I honed my expertise investing in public and private equity. I graduated from Pennsylvania State University with a B.S. in Finance and International Business, and from the Harvard Business Analytics Program, with Distinction. In my free time you will find me skiing an evergreen tree-lined run or longboarding when it’s cloudy and glassy. I live in New York City with my wife Linda.

Startup equity planning Exec comp design Business ownership considerations Technology Professional Founder/Business Owner Established Professionals Gen Y/Millennials (Born 1980-1995)

30 advisors available near Atlanta, GA

Out of 400,000+ nationwide

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Charles S

CFP®, Series 66

Atlanta, GA

Steele Financial Studios

Wealth management
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Gregory S

Series 63, Series 66

Atlanta, GA

Smarr Financial Services Inc.

Life insurance needs analysis Disability insurance Long-term care insurance
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James S

Series 65

Duluth, GA

Stanhouse Financial Planning and Management, LLC

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Adam D

Series 65

Atlanta, GA

Adam Capital

Private / alternative investments Active portfolio management Options & derivatives strategies
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Jason A

Series 63, Series 65

Smyrna, GA

Opportunity Investment Group, LLC

Active portfolio management Concentrated stock management
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Chloe M

CFP®, Series 63

Atlanta, GA

Financial Staples

General retirement planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner
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David L

Series 65

Atlanta, GA

Littlefield Asset Management, Inc.

Passive / index investing Active portfolio management
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Daniel D

CFA®, Series 66

Atlanta, GA

Farview Management, LLC

Concentrated stock management Active portfolio management Options & derivatives strategies
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Alex F

Series 65

Marietta, GA

AF Capital Management, LLC

Options & derivatives strategies Passive / index investing Active portfolio management
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Elbert M

CFP®, ChFC®, Series 63

Atlanta, GA

McWilliams Financial Advisory Group LLC

General retirement planning General tax planning
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